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Clear hurdles for Roth 401(k) rollovers

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in Centerpiece,Small Business Tax,Small Business Tax Deduction Strategies

The latest “newfangled” retirement plan being pushed by the IRS is the Roth 401(k) plan. Typically, a company will add the Roth feature to an existing traditional 401(k) plan. The IRS has issued new guidance on in-plan Roth 401(k) rollovers.

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Randall Reese February 21, 2014 at 1:14 pm

Clarification…please confirm that the option to take a withdrawal from your designated Roth 401(k) as a first time home buyer is a qualified distribution…I know it is from a Roth IRA…thanx!

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